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BAM Wealth Management’s Merit Medical Systems MMSI Stock Holding History

BAM Wealth Management’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Buy
6,541
+2,365
+57% +$156K 0.28% 97
2026
Q1 		$288K Buy
4,176
+427
+11% +$33.4K 0.22% 120
2025
Q4 		$330K Buy
3,749
+440
+13% +$37.4K 0.24% 99
2025
Q3 		$275K Buy
+3,309
New +$288K 0.21% 113

Other funds holding MMSI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BAM Wealth Management's MMSI Position: Q2 2026 in Review

BAM Wealth Management increased its Merit Medical Systems (MMSI) stake by 57% in Q2 2026, buying an estimated $156K and bringing the position to 6,541 shares worth $454K. The position accounts for 0.28% of the portfolio, ranked #97.

BAM Wealth Management first reported a position in MMSI in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • BAM Wealth Management held 6,541 shares of Merit Medical Systems worth $454K as of Q2 2026.
  • BAM Wealth Management bought 2,365 Merit Medical Systems shares in Q2 2026, an estimated $156K.
  • Merit Medical Systems made up 0.28% of BAM Wealth Management's portfolio in Q2 2026, its #97 holding.
  • BAM Wealth Management first reported a position in Merit Medical Systems in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.